Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2026 | 2.3M | 251.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.0M | 219.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.4M | 158.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 908.6K | 100.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 724.7K | 80.1M | 1.1% |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | Jul 31, 2026 | 607.1K | 67.1M | 0.9% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2026 | 584.2K | 64.6M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Sep 30, 2026 | 551.5K | 61.0M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2026 | 512.5K | 56.7M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Sep 30, 2026 | 471.4K | 52.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.